Incoming leads:
All leads will be allowed into the database

Once the leads are uploaded, we apply our filters:

Remove all duplicate leads

Duplicates are when two or more leads have at least three matching data fields

The three are: email address, home address and last name

Remove or relocate all leads that have no phone number, have no email address and have a phone number, missing name and phone number

Leads that have null data, missing data fields will be populated with matching data input fields, we will determine the matching fields

Leads that have more than 4-5 null data fields will be removed or relocated from the DB

Leads will be sorted by the following criteria:

Date

Loan Amount

LTV ( first and second mortgage balance added then divided by the property value)

State

Credit Grade

Zip Code ( input required)

Total(s) If a query results in more than one result, both will be displayed

Example:; total leads in CA for 2007 and 2006

(this tool will be available offline and only to the admin)

Outward Lead

Data will be sorted as above and with the following rules:

Only total sum(s) or results will be posted,

All queries will assign a search ID, so if they wish to purchase the list and admin can pull data from the DB using the ID number, results will display sum or total leads available from inquiry and search ID,

The rest you and I can discuss

Specs from Chandler Library

Uploading Data to SQL tables

He says the default size of 50 characters I picked for all the fields is OK even if it may truncate some e-mail address.

Add these fields

  • loan_program
  • monthly_debt
  • phone_primary
  • phone_secondary
  • second_mortgage_balance
  • second_mortgage_rate
  • property_type

Delete these fields

  • payment
  • behind
  • years there
  • employeer
  • phone_work
  • phone_home_1
  • phone_home_2

Change these fields

household_income monthly_income
years_there employment_status
the date_time DATE not time

Error checking

  • name is an error if its blank
  • city is an error if its blank
  • address is an error if its blank
  • blank states are OK
  • anything is OK for the zipcode including blanks
  • email is an error if it is blank
  • they must have either a primary or secondary phone
Other then the above conditions he doesn't want me to validate the data for anything. If a number is garbage use ZERO for the value.

Queries

For the quieries use
state one or more
ltventer as a PERCENT 1 to 100
convert internally to .01 to 1.00
datefrom nn to nn days old
loan amount min max
property value min max
ip address radio button - with IP - no IP - both

More questions

Check dates being loaded?
Richard says YES
Write garbage ones to error file
Defaults for radio buttons?
Default is begins with
Verify IP address is valid when its loaded?
Richard say NO
Error Checking on numbers Min/Max boxes.
Richard said to check. He didn't get into details so I will use
+/-nnn
for integers and
+/-nnn.nnn
for fractional numbers

Richard says to display an error message and stop them when they enter garbage which is how I would have told him to do it.

Sorting
Richard says don't worry about it.
Pop up Excell menu?
Richard says give them everything execpt the fields I use for testing such as filename and file sequence number.